See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,584 | $32,037-88.8% | $69,182-94.8% | $62,891-94.3% |
| Participation rate | 55.3% | 43.4%+11.9pp | 55.1%+0.2pp | 69.3%-14.0pp |
| Annual return | 9.51% | 15.16%-5.7pp | -21.93%+31.4pp | 20.14%-10.6pp |
| Employer contribution / active EE | $424 | $679-37.5% | $1,206-64.8% | $2,281-81.4% |
| Participant deferral / active EE | $775 | $1,185-34.6% | $1,897-59.1% | $3,203-75.8% |
| Admin fee / account holder | $157 | $2,608-94.0% | $2,697-94.2% | $4,296-96.3% |